Investor Services Associate - start date June 3

Boston, MA, United States

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.

Come join us in delivering better outcomes for our clients around the world!

What is the Operations group responsible for? Clients are at the center of all that we do as an Operations team. As a service organization, we strive for simplicity, seek continuous improvement, and embrace innovation. Our contemporary model maximizes the talent of our people while leveraging capabilities offered by our industry-leading partners.

What is the Investor Services Associate (ISA) responsible for? The Investor Services Associate (ISA) position is an exciting career opportunity in our Client Solutions Center (CSC). This position offers a rewarding career path in financial services! The ISA will work in a collaborative, innovative in-bound call center that strives to promote world class service to Franklin Templeton's shareholders and advisors. In this role, you will have the opportunity to gain experience about the mutual fund industry and the products and services offered by Franklin Templeton in the financial services arena, while being part of a DALBAR Award-winning team. The ISA position offers a robust training program in addition to on-going weekly mentoring and support from your management team and peers.

What are the ongoing responsibilities of an Investor Services Associate? Demonstrate a high level of professionalism and confidentiality.

Provide world class service on all client interactions while applying strong knowledge of our products, procedures and services.

Adhere to legal requirements and utilize product knowledge to facilitate financial and non-financial transactions in a complete and accurate manner.

Actively participate in new hire training and on-going training as deemed necessary, as well as weekly mentoring sessions with your management team

What ideal qualifications, skills & experience would help someone to be successful? Client Service/Customer Service experience preferred.

Strong verbal and written communication skills.

Ability to work a remote flexible schedule, Monday through Friday (No Weekends) between 8:00 am -8:00 pm ET. Franklin Templeton's standard work week is 37.5 hours.

Exceptional attention to detail and ability multi-task and prioritize responsibilities.

Proficient computer skills, internet/intranet navigation abilities and the eagerness to learn new skills and software systems.

Bachelor's degree preferred, not required.

The start date for this new hire class will be June 3, 2024.

Work hours will be Monday - Friday, 8am - 5pm ET during training period

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Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.We expect the salary for this position to range between $42,000 - $44,000.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

Three weeks paid time off the first year

Medical, dental and vision insurance

401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits

Employee Stock Investment Program

Tuition Assistance Program

Purchase of company funds with no sales charge

Onsite fitness center and recreation center*

Onsite cafeteria*

*Only applicable at certain locations

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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